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Current Employers
Mar Wealth Management Services, Llc

500 Australian Avenue South Suite 600, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2022-10-03
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2022-10-03

Branch Locations

500 Australian Avenue South Suite 600, West Palm Beach, FL 33401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mar Wealth Management Services, Llc Delray Beach FL 05/2012 04/2020
Mar Wealth Management Services, Llc. West Palm Beach FL 04/2020 02/2025
Mar Wealth Management Services, Llc. West Palm Beach FL 02/2025 Present
Other Businesses

Christian M. Ramos is a board member of one (1) charitable foundation, co-trustee of three (3) trust accounts, and co-trustee of one (1) inherited IRA that are managed by MAR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-28
  • S65 Uniform Investment Adviser Law Examination
    2018-04-28

View on SEC IAPD

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